AUMdb

The Krapf Group 401(k) Plan

Sponsored by The Krapf Bus Companies · EIN 231689699 · Plan #001

Total assets
$26.9M
Net assets
$26.9M
Active participants
1,664
With balances
669

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $111,295
National Financial Services Securities brokerage, Securities brokerage commissions $0
Mid Atlantic Capital Corporation Securities brokerage, Securities brokerage commissions $0
Axa Advisors, Llc Consulting (general), Insurance services, Insurance brokerage commissions $0